Eric Thornburgh, CFA

Experience

• 

  OneAmerica

  Jul 2010 - Jul 2011

  Investment Analyst

  My responsibilities as an Investment Analyst on the Products & Investments team at OneAmerica included the evaluation of prospective funds for addition to our various retirement platforms. Due diligence involved style analysis and risk attribution relative to current offerings, as well as manager performance through metrics such as Sharpe ratio, Jensen's alpha, and the information ratio. Ongoing maintenance required monthly performance attribution and updating fact sheets, prospectuses, and other materials for the sales team. Show less

• 

  40|86 Advisors

  Aug 2011 - Jul 2022

  As a Senior Analyst in the Fixed Income Research group, I have responsibility of a ~100 name, $2 billion portfolio of investment grade bonds, high yield bonds, municipal bonds, and leveraged loans. My current sector coverage includes the Healthcare and Business Service sectors, with prior experience covering Utilities. Our investment process involves the combination of bottoms-up credit analysis with secular outlooks based on fundamentals, technicals, and relative valuation. The resulting recommendations are communicated with portfolio managers and traders both verbally and in written form through the formulation of in-depth credit reports. Other tasks include the development and maintenance of detailed financial models, including projections, for the purpose of determining the impact of macro and company-specific events on credit metrics. Show less My role as an Analyst in the Commercial Real Estate group involved the ongoing maintenance of ~$600mm in whole loans. Duties included analyzing operating statements and using proprietary models to project net operating income to determine credit statistics under various scenarios. This process required a familiarity with domestic commercial real estate markets to determine appropriate cap rates for property valuation in a risk management setting. Physical property inspections and the monitoring of leasing activity and surrounding market conditions were also a part of the analytical process. Show less

  • Senior Research Analyst

    Mar 2013 - Jul 2022

  • Analyst

    Aug 2011 - Feb 2013
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  Oppenheimer & Co. Inc.

  Jul 2022 - now

  Director